OTC Markets OTCPK - Delayed Quote USD

dVAM Cautious Active PCP USD D1 (0P0001HDH3)

12.15
-0.01
(-0.06%)
At close: January 8 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.19%
5y Average Return 2.36%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Jan 8, 2025) 9.47%
Worst 1Y Total Return (Jan 8, 2025) --
Best 3Y Total Return 9.47%
Worst 3Y Total Return -0.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HDH3
Category
YTD
6.24%
0.00%
1-Month
1.79%
0.00%
3-Month
1.97%
0.00%
1-Year
9.52%
0.00%
3-Year
-0.15%
0.00%
5-Year
2.84%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001HDH3
Category
2024
--
--
2023
6.97%
--
2022
-12.35%
--
2021
4.08%
--
2020
9.47%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.96% 0.24% 1.71% --
2023 2.29% 0.85% -0.68% 4.40%
2022 -6.32% -6.73% -0.22% 0.54%
2021 0.22% 3.27% 0.25% 0.31%
2020 -12.48% 13.58% 2.74% 7.19%
2019 3.74% 1.46% 1.80% --

Rank in Category (By Total Return)

YTD 86
1-Month 48
3-Month 37
1-Year 90
3-Year 86
5-Year 76

Load Adjusted Returns

1-Year 9.52%
3-Year -0.15%
5-Year 2.84%
10-Year --

Performance & Risk

YTD Return 0.19%
5y Average Return 2.36%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.52
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Pacific Capital Partners Limited
Net Assets --
YTD Return 6.24%
Yield 0.00%
Morningstar Rating
Inception Date Feb 27, 2020

Fund Summary

null

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